Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Macro 1/3/2025

The Impossible Trinity: Why China’s Yuan May Never Replace the Dollar

Will China’s yuan ever dethrone the U.S. dollar as the global reserve currency? The Impossible Trinity explains why the challenge is steep. See how... READ MORE

Financial Advisors 12/31/2024

Our Five Most Popular Articles of 2024: Financial Insights for Advisors

As 2024 ends, we revisit our top five financial advisory articles that shaped the industry. From using analogies to attract clients to tackling seq... READ MORE

Macro 12/27/2024

My Top Three ‘Morning Pours’ of 2024 — Updated with Must-See Insights

Reflecting on 2024 in this special edition of The Morning Pour, we revisit three pivotal themes: the liquidity crunch in the repo market, China's m... READ MORE

Financial Advisor 12/24/2024

Must-Read Books for Financial Advisors to Kickstart 2025

Discover the top books every financial advisor needs to read in 2025 -from market insights to practice management, this curated list will help you ... READ MORE

Dunham Deep Dive 12/20/2024

Looming Government Shutdown, Rate Cut Turmoil, and Brazil’s Economic Crisis

A looming U.S. shutdown, Fed rate cut turmoil, and Brazil’s spiraling debt crisis are shaking markets and eroding trust. With global ripples affect... READ MORE

Tax Strategies 12/17/2024

Like the Mets Landing Juan Soto, Your Year-End Tax Strategy Should Be a Game-Changer

Just like the Mets’ big move signing Juan Soto, your year-end tax strategy should be a game-changer. From maximizing retirement contributions to st... READ MORE

Macro 12/13/2024

The U.S. Dollar’s Global Dominance: Perks, Pitfalls, and the Peril of Losing It

The U.S. dollar dominates global trade and finance, but its position is not without risks. Learn why its strength persists, the challenges of trade... READ MORE

Dunham Donor-Advised Fund 12/10/2024

Your Clients May Be Missing Thousands in Charitable Tax Benefits - Here is Why

Discover how your clients could maximize their charitable tax benefits using strategic approaches like donor-advised funds and "bunching" contribut... READ MORE

Macro 12/6/2024

Fragile by Design? Why the Euro Struggles to Rival the U.S. Dollar

The eurozone faces growing economic turmoil as Germany & France, its largest economies, stumble. With rising debts, weak growth, and structural imb... READ MORE

Financial Advisor 12/3/2024

Why Financial Advisors Could Be Approaching a Major Opportunity

Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ... READ MORE

Dunham Deep Dive 11/29/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Q3 GDP rose 2.8%, powered by defense spending but raising concerns about inflation and rising debt. The U.S. Treasury faces a $7 trillion refinanci... READ MORE

Financial Advisor 11/26/2024

10 Creative Gift Ideas for Financial Advisors to Impress Clients Under $100

Finding the perfect gift for clients doesn’t have to be a challenge. Discover 10 thoughtful and creative gift ideas under $100 tailored for financi... READ MORE

Dunham Deep Dive 11/22/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

From U.S. grads grappling with debt and fewer jobs to Japan’s inflation-hit households cutting back, and Germany’s economic slowdown threatening th... READ MORE

Client Acquisition 11/19/2024

Client Acquisition Strategies for Financial Advisors: How to Attract New Clients

As a financial advisor, you grow client relationships one interaction at a time. Find out how to get in front of new clients using simple, powerful... READ MORE

Dunham Deep Dive 11/15/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Here are three financial trends shaping the global economy: China’s $1 trillion trade surplus, the rise of double defaults in commercial real estat... READ MORE

Estate Planning 11/12/2024

Is the Tax Cuts and Jobs Act Facing a 2026 Sunset or an Extended Twilight?

Is the Tax Cuts and Jobs Act set for a 2026 sunset, or could an extension offer temporary tax relief? We examine potential impacts on estate planni... READ MORE

Macro 11/8/2024

Emerging Markets: The Good, the Bad, and What You Need to Know

Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot... READ MORE

Financial Advisor 11/5/2024

Seven Arrows for Financial Advisors Helping Clients Sell Businesses and Real Estate

Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a... READ MORE

Macro 11/1/2024

The De-Dollarization Dream: Why a BRICS Currency Is Still Out of Reach

Despite the hype from the latest BRICS summit, a unified BRICS currency is still a long shot. Economic imbalances and reliance on the U.S. dollar h... READ MORE

10/29/2024

Tax Changes for 2025: What You Need to Know for Estate Planning, Retirement, and Business Taxes

Discover the key tax changes for 2025 affecting estate planning, retirement accounts, and business taxes. With new thresholds for capital gains, re... READ MORE